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Projects

One-Off Advice Projects by Holborn Assets UK

For clients who don’t need a comprehensive financial plan, we are ready to provide one-off advice concerning individual issues such as retirement options, pensions, estate planning or education funding. Below you can find an overview of the most common one-off advice projects that we do.

Retirement Advice

We can help you identify the most effective retirement options for your particular situation and objectives and assess whether an annuity (and what kind) will be the best option, or whether you should look at other alternatives. Given our experience in retirement and pension planning, we might be able to make you aware of alternatives which you wouldn’t have thought of otherwise.

Pensions Advice

We can review your existing policies and might provide recommendations on consolidating, cost reduction and allocation of investments for your particular circumstances and risk attitude. We also regularly advise clients on pension transfers and special situations, such as divorce.

We can also provide consultation on the use of pension funds for property purchase.

Estate Planning

We have extensive experience with estate planning and asset protection tools such as wills, trusts, offshore companies and offshore bank accounts. We can provide recommendations and help with setting up the above in order to minimize inheritance taxes and protect your and your family’s assets.

Life or Incapacity Cover

We can help you identify and arrange the most effective solutions to make sure that your mortgage or your family and their financial well-being will be taken care of even in the most unexpected and most adverse circumstances.

Funding Education Costs

We have long time experience working with both education professionals and parents or students in need of education funding, especially in the environment of international education.

 

 

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